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Insurance Copilot: Empowering agents and customers

Insurance AMS uses Copilot to increase customer engagement

Industries

Insurance, InsurTech

Technologies

Copilot, Retrieval Augmented Generation (RAG), LangChain, Microsoft SQL Server, NET Semantic Kernel, Fast API Python, Azure Blob Storage, Azure Search Service

Insurance Copilot: Empowering agents and customers

Insurance Copilot aids agents, increases customer engagement

The world of business and insurance is abuzz with the wonders of Copilot. A Copilot, however, is not just a trend. It serves a critical business need: that of maximizing speed and convenience on the customer side, and of minimizing repetition and manual work on the employee side. In other words, automation facilitates efficiency. 

 

Helping businesses achieve such efficiency using generative AI requires expert intervention. Our team at arieotech led just such an intervention with the implementation of a sophisticated Copilot for an Insurance Agent Management System (AMS). 

Challenge

A leading AMS provider in the country, this company wanted to offer top-notch customer experience. Successful resolution of customer queries was key to offering impeccable customer service. However, doing this often meant consulting over 1400 documents to find the exact piece of information relevant to the customer’s needs. This was tedious and could leave the customer hanging. Was there a way to overcome this limitation while enhancing customer experience? 

Solution

Our team at arieotech designed an advanced Copilot that was fed with company-specific documents. This meant that customers now just had to type their query and could expect quick, accurate and structured answers within seconds. This not only improved customer engagement and retention but also allowed the staff to focus on tasks requiring more complex applications. 

Impact

100s of hours saved

Four Generative AI agents

1400 documents used

The use of technology to engineer human solutions is at the core of arieotech’s philosophy. In our work with a US-based AMS, arieotech delivered innovative technological solutions through a Copilot. Not only did it ease the tedium of manual and time-consuming processes, but it also enhanced human engagement on both the employee and customer fronts. 

 

AI has streamlined operations in the insurance industry by adding clinical precision to tasks such as data forecasting and claims handling. The insurance AMS provider we worked with also realized the revolutionary potential of AI and wanted to make a safe investment in generative AI by automating a basic but crucial function: customer support. 

 

A leading AMS provider in the country, this company wanted to offer prompt and effective answers to customer queries. But successfully responding to customer’s queries required customer service representatives to consult many documents. This process was laborious and cost the company many precious manhours. 

Insurance Copilot clears the way

arieotech developed a Copilot to help the company find its way through this spot. Our team made use of the Azure OpenAI architecture and created a state-of-the-art support system bot. Using Python, Langchain, Azure Blob storage, and the Azure Search Service, our team laid a sturdy backend foundation. To ensure intelligent and contextual use of the model, our team implemented a Retrieval Augmented Generation (RAG) pipeline to feed 1400 company-specific documents to this Copilot. Instead of making the user wait for the complete response, our team implemented the feature of streaming responses in real-time, enhancing time efficiency.  

 

While the Copilot provides extensive support for a better AMS experience, our team has also provided an innovative feature to offer customized support to users based on their specific profiles, policies, and needs. This was achieved through the introduction of generative AI-based agents. 

 

The company was thus able to employ the transformative powers of AI Copilot to offer personalized service, deliver prompt and specific information about the AMS, and improve customer engagement. This power to transform also deepened employee satisfaction while strengthening their performance as they were now free to nurture the fundamentals of the AMS ecosystem. 

 

arieotech deployed technology in the service of solutions that were both business and human-friendly. Avail yourselves of this expertise now.

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